Harbert Fund Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 83 |
|
|
2024
Q4 | – | Sell |
-3,500
| Closed | -$2.05M | – | 103 |
|
|
2024
Q3 | $2.05M | Buy |
3,500
+2,000
| +133% | +$1.17M | 1.21% | 22 |
|
|
2024
Q2 | $764K | Sell |
1,500
-1,000
| -40% | -$509K | 0.54% | 32 |
|
|
2024
Q1 | $1.24M | Hold |
2,500
| – | – | 0.85% | 31 |
|
|
2023
Q4 | $1.32M | Buy |
+2,500
| New | +$1.32M | 0.9% | 27 |
|
|
2023
Q3 | – | Sell |
-2,500
| Closed | -$1.2M | – | 50 |
|
|
2023
Q2 | $1.2M | Sell |
2,500
-1,500
| -38% | -$721K | 0.67% | 39 |
|
|
2023
Q1 | $1.89M | Buy |
4,000
+1,500
| +60% | +$709K | 1.25% | 36 |
|
|
2022
Q4 | $1.33M | Buy |
+2,500
| New | +$1.33M | 1.06% | 37 |
|
|
2022
Q3 | – | Sell |
-2,055
| Closed | -$1.06M | – | 53 |
|
|
2022
Q2 | $1.06M | Buy |
+2,055
| New | +$1.06M | 0.51% | 28 |
|